Everest Group, Ltd.
EG- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0001095073
No open-market purchases or sales by Everest Group, Ltd. insiders were filed in the last 90 days; 690 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Everest Group, Ltd. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 479
- +17 vs. Q3 2021
- Shares held
- 37.1M
- −274.8K (−0.7%) vs. Q3 2021
- Total value
- $10.2B
- +$795.5M (+8.5%) vs. Q3 2021
- New holders
- 67
- 153 more added
- Sold out
- 50
- 161 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 690 | $14.2B |
| Q1 2026 | 670 | $12.0B |
| Q4 2025 | 685 | $13.4B |
| Q3 2025 | 677 | $13.5B |
| Q2 2025 | 673 | $13.6B |
| Q1 2025 | 678 | $14.7B |
| Q4 2024 | 694 | $14.6B |
| Q3 2024 | 675 | $15.8B |
| Q2 2024 | 631 | $15.4B |
| Q1 2024 | 640 | $16.2B |
| Q4 2023 | 669 | $14.2B |
| Q3 2023 | 590 | $15.1B |
| Q2 2023 | 582 | $13.7B |
| Q1 2023 | 583 | $13.1B |
| Q4 2022 | 558 | $12.1B |
| Q3 2022 | 510 | $9.66B |
| Q2 2022 | 532 | $10.2B |
| Q1 2022 | 513 | $11.1B |
| Q4 2021 | 479 | $10.2B |
| Q3 2021 | 466 | $9.38B |
| Q2 2021 | 455 | $9.58B |
| Q1 2021 | 464 | $9.29B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Everest Group, Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,391,743 | $1.20B | 0.03% | −74,568−1.7% | Reduced |
| BlackRock Inc. | 2,792,385 | $764.9M | 0.02% | −325,213−10.4% | Reduced |
| Boston Partners | 2,250,498 | $616.5M | 0.74% | −51,864−2.3% | Reduced |
| State Street Corp | 1,963,593 | $537.9M | 0.03% | +35,801+1.9% | Added |
| Franklin Resources Inc | 1,885,465 | $516.5M | 0.19% | −10,394−0.5% | Reduced |
| Victory Capital Management Inc | 1,360,641 | $372.7M | 0.34% | −45,442−3.2% | Reduced |
| Champlain Investment Partners, LLC | 1,226,168 | $335.9M | 1.52% | −7,095−0.6% | Reduced |
| Capital International Investors | 1,219,979 | $334.2M | 0.07% | −118,306−8.8% | Reduced |
| Massachusetts Financial Services Co | 1,075,164 | $294.5M | 0.08% | +18,242+1.7% | Added |
| Nuance Investments, LLC | 873,845 | $239.4M | 4.21% | −73,035−7.7% | Reduced |
| Altrinsic Global Advisors LLC | 827,274 | $226.6M | 7.23% | +156,844+23.4% | Added |
| LSV Asset Management | 794,548 | $217.6M | 0.39% | −24,700−3.0% | Reduced |
| Alliancebernstein L.P. | 774,739 | $212.2M | 0.08% | −69,190−8.2% | Reduced |
| Geode Capital Management, LLC | 740,467 | $202.3M | 0.02% | −2,680−0.4% | Reduced |
| AQR Capital Management LLC | 714,104 | $195.5M | 0.35% | −7,632−1.1% | Reduced |
| Dimensional Fund Advisors LP | 634,427 | $173.8M | 0.05% | −2,532−0.4% | Reduced |
| Los Angeles Capital Management LLC | 596,879 | $163.5M | 0.61% | +1,164+0.2% | Added |
| Invesco Ltd. | 576,916 | $158.0M | 0.04% | +31,404+5.8% | Added |
| Nuveen Asset Management, LLC | 553,751 | $151.7M | 0.04% | −29,142−5.0% | Reduced |
| Norges Bank | 432,547 | $118.5M | 0.02% | +7,650+1.8% | Added |
| Northern Trust Corp | 418,317 | $114.6M | 0.02% | −10,242−2.4% | Reduced |
| Bank of New York Mellon Corp | 346,111 | $94.8M | 0.02% | −33,744−8.9% | Reduced |
| First Trust Advisors LP | 329,068 | $90.1M | 0.09% | +28,859+9.6% | Added |
| Charles Schwab Investment Management Inc | 292,421 | $80.1M | 0.02% | +4,333+1.5% | Added |
| Janus Henderson Group PLC | 290,413 | $79.5M | 0.03% | +94,681+48.4% | Added |
| Legal & General Group Plc | 288,472 | $79.0M | 0.02% | −2,734−0.9% | Reduced |
| Morgan Stanley | 287,763 | $78.8M | 0.01% | +63,385+28.2% | Added |
| Earnest Partners LLC | 265,567 | $72.7M | 0.42% | −10,527−3.8% | Reduced |
| Polar Capital Holdings Plc | 253,250 | $69.4M | 0.36% | 00.0% | Unchanged |
| Man Group plc | 240,784 | $66.0M | 0.21% | −36,987−13.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 206,472 | $56.6M | 0.55% | +159,814+342.5% | Added |
| UBS Asset Management Americas Inc | 205,043 | $56.2M | 0.02% | +3,581+1.8% | Added |
| Bank of America Corp | 198,624 | $54.4M | 0.01% | +48,314+32.1% | Added |
| Parametric Portfolio Associates LLC | 197,653 | $54.1M | 0.03% | +4,275+2.2% | Added |
| Jacobs Levy Equity Management, Inc | 182,238 | $49.9M | 0.33% | −29,256−13.8% | Reduced |
| Prana Capital Management, LP | 178,439 | $48.9M | 3.86% | +70,432+65.2% | Added |
| Adage Capital Partners GP, L.L.C. | 176,981 | $48.5M | 0.09% | +10,071+6.0% | Added |
| Deutsche Bank AG | 170,277 | $46.6M | 0.02% | +2,931+1.8% | Added |
| Balyasny Asset Management LLC | 168,280 | $46.1M | 0.20% | +166,264+8,247.2% | Added |
| Miller Howard Investments Inc | 162,075 | $44.4M | 1.64% | +1,858+1.2% | Added |
| Swiss National Bank | 151,682 | $41.5M | 0.03% | −6,900−4.4% | Reduced |
| Martingale Asset Management L P | 148,399 | $40.7M | 0.52% | −12,146−7.6% | Reduced |
| Gillson Capital LP | 144,112 | $39.5M | 2.57% | +144,112 | New |
| Scout Investments, Inc. | 139,822 | $38.3M | 0.56% | −2,590−1.8% | Reduced |
| SEI Investments Co | 135,724 | $37.3M | 0.07% | −3,921−2.8% | Reduced |
| General American Investors Co Inc | 121,500 | $33.3M | 2.61% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 118,223 | $32.4M | 0.01% | +34,736+41.6% | Added |
| Goldman Sachs Group Inc | 117,123 | $32.1M | 0.01% | +26,383+29.1% | Added |
| Raymond James & Associates | 114,320 | $31.3M | 0.03% | +4,296+3.9% | Added |
| Regions Financial Corp | 102,894 | $28.2M | 0.22% | +102,894 | New |
| Barclays PLC | 102,315 | $28.0M | 0.02% | +4,004+4.1% | Added |
| Systematic Financial Management LP | 101,872 | $27.9M | 0.83% | −2,649−2.5% | Reduced |
| Bank of Montreal | 100,291 | $27.8M | 0.01% | −116,366−53.7% | Reduced |
| Russell Investments Group, Ltd. | 100,993 | $27.7M | 0.04% | +18,850+22.9% | Added |
| State of Wisconsin Investment Board | 97,202 | $26.6M | 0.05% | +9,459+10.8% | Added |
| APG Asset Management N.V. | 108,422 | $26.1M | 0.04% | −179,400−62.3% | Reduced |
| Bank of Nova Scotia | 90,411 | $24.8M | 0.04% | +62,301+221.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,645 | $24.3M | 0.12% | +2,820+3.3% | Added |
| California Public Employees Retirement System | 85,285 | $23.4M | 0.02% | −214,133−71.5% | Reduced |
| CWM, LLC | 82,540 | $22.6M | 0.16% | +82,540 | New |
| Zweig-DiMenna Associates LLC | 80,605 | $22.1M | 1.78% | +16,820+26.4% | Added |
| Storebrand Asset Management AS | 77,996 | $21.4M | 0.09% | +892+1.2% | Added |
| Lazard Asset Management LLC | 77,360 | $21.2M | 0.02% | −23,391−23.2% | Reduced |
| PGGM Investments | 76,693 | $21.0M | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 73,100 | $20.0M | 0.02% | −67,512−48.0% | Reduced |
| California State Teachers Retirement System | 69,928 | $19.2M | 0.02% | +653+0.9% | Added |
| Jupiter Asset Management Ltd | 69,203 | $19.0M | 0.21% | +3,042+4.6% | Added |
| Royal Bank of Canada | 67,852 | $18.6M | 0.00% | −1,410−2.0% | Reduced |
| Credit Suisse AG | 66,146 | $18.1M | 0.01% | +19,711+42.4% | Added |
| Rhumbline Advisers | 65,746 | $18.0M | 0.02% | +926+1.4% | Added |
| HSBC Holdings PLC | 64,923 | $17.8M | 0.02% | −33,604−34.1% | Reduced |
| Price T Rowe Associates Inc | 62,020 | $17.0M | 0.00% | −2,264−3.5% | Reduced |
| New York State Common Retirement Fund | 61,785 | $16.9M | 0.02% | −2,268−3.5% | Reduced |
| TCTC Holdings, LLC | 60,800 | $16.7M | 0.71% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 58,212 | $15.9M | 0.03% | −500−0.9% | Reduced |
| Schroder Investment Management Group | 58,097 | $15.9M | 0.02% | +8,296+16.7% | Added |
| Interval Partners, LP | 57,968 | $15.9M | 1.08% | +12,445+27.3% | Added |
| Nordea Investment Management AB | 57,814 | $15.9M | 0.02% | +12,043+26.3% | Added |
| KBC Group NV | 57,356 | $15.7M | 0.05% | −3,087−5.1% | Reduced |
| Davis Selected Advisers | 55,940 | $15.3M | 0.07% | −216−0.4% | Reduced |
| Grace & White Inc | 55,182 | $15.1M | 2.80% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 53,040 | $14.5M | 0.12% | +7,610+16.8% | Added |
| Amundi | 50,179 | $14.3M | 0.01% | +18,828+60.1% | Added |
| Robeco Institutional Asset Management B.V. | 52,117 | $14.3M | 0.03% | −6,234−10.7% | Reduced |
| Donald Smith & Co., Inc. | 52,106 | $14.3M | 0.51% | +30.0% | Added |
| Principal Financial Group Inc | 52,049 | $14.3M | 0.01% | −2,526−4.6% | Reduced |
| UBS Group AG | 51,236 | $14.0M | 0.01% | −4,044−7.3% | Reduced |
| Rothschild & Co Asset Management US Inc. | 48,721 | $13.3M | 0.16% | +421+0.9% | Added |
| Voya Investment Management LLC | 46,579 | $12.8M | 0.02% | +11,303+32.0% | Added |
| Citigroup Inc | 46,131 | $12.6M | 0.01% | −17,925−28.0% | Reduced |
| Sit Investment Associates Inc | 44,204 | $12.1M | 0.28% | +3,270+8.0% | Added |
| Te Ahumairangi Investment Management Ltd | 43,608 | $11.9M | 1.54% | −1,830−4.0% | Reduced |
| JPMorgan Chase & Co | 42,795 | $11.7M | 0.00% | −418−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 42,366 | $11.6M | 0.01% | +42,366 | New |
| Prospector Partners LLC | 41,820 | $11.5M | 1.32% | +950+2.3% | Added |
| Voloridge Investment Management, LLC | 41,255 | $11.3M | 0.06% | −1,153−2.7% | Reduced |
| Westwood Holdings Group Inc. | 40,814 | $11.2M | 0.10% | −15,053−26.9% | Reduced |
| Prudential Financial Inc | 39,822 | $10.8M | 0.01% | −4,697−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 38,429 | $10.5M | 0.02% | +1,761+4.8% | Added |
| Qube Research & Technologies Ltd | 37,490 | $10.3M | 0.08% | +33,566+855.4% | Added |